Penske Automotive Group

PAG

Market cap $10.7B

Penske (PAG) reported earnings 30 days ago. What's next for the stock?

NOBLESVILLE, Ind.--(BUSINESS WIRE)--The Presidio Group, an independent merchant banking firm focused on mergers and acquisitions, capital raising and investments in the automotive retail and consumer mobility sectors, exclusively advised Penske Automotive Group on the sale of Hyundai of Noblesville to Gurley Leep Automotive Family. The transaction closed Nov. 24 and included the dealership's real estate. “When we decided to pursue a new direction for Hyundai of Noblesville, it was an easy choic.

Acquires Two Toyota and Two Lexus Dealerships, including Longo Toyota, the Largest Toyota Dealership in the U.S. Acquired Dealerships Expected to Add $1.5 Billion in Estimated Annualized Revenue BLOOMFIELD HILLS, Mich. , Nov. 19, 2025 /PRNewswire/ -- Penske Automotive Group, Inc. (NYSE: PAG), a diversified international transportation services company and one of the world's premier automotive and commercial truck retailers with operations across four continents and nine countries, announced today that it has acquired Longo Toyota and Longo Lexus, located in El Monte, California, Lexus of Stevens Creek, located in San Jose, California, and Longo Toyota of Prosper, located in Prosper, Texas, a growing suburb of Dallas, Texas.

Penske Automotive Group, Inc. ( PAG ) 49th Annual Automotive Symposium November 3, 2025 7:01 PM EST Company Participants Anthony Pordon - Executive Vice President of Investor Relations & Corporate Development Conference Call Participants Brian Sponheimer - Gabelli Funds, LLC Presentation Brian Sponheimer Gabelli Funds, LLC All right. Moving along, another great privilege to have Tony Pordon back from Penske Automotive Group, one of the most unique companies within the automotive and vehicle space.

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PAG's Q3 earnings fall short despite higher revenues, as weak truck sales offset strong retail auto gains.

Penske Automotive Group's Q3 was impacted by weak truck sales and a one-time UK cyber incident, but Service and Parts growth offset these challenges. The freight recession is showing signs of ending in 2026, potentially boosting PAG's truck business and supporting earnings growth. Penske maintains a strong balance sheet and best-in-class dividend with sufficient cash flow left over for buybacks, M&A, or debt reduction.

Penske Automotive Group, Inc. ( PAG ) Q3 2025 Earnings Call October 29, 2025 2:00 PM EDT Company Participants Anthony Pordon - Executive Vice President of Investor Relations & Corporate Development Roger Penske - Chairman & CEO Richard Shearing - Chief Operating Officer of North American Operations Randall Seymore - Chief Operating Officer of International Operations Michelle Hulgrave - Executive VP & CFO Conference Call Participants Michael Ward - Citigroup Inc., Research Division Rajat Gupta - JPMorgan Chase & Co, Research Division Jeffrey Lick - Stephens Inc., Research Division David Whiston - Morningstar Inc., Research Division Presentation Operator Good afternoon. Welcome to the Penske Automotive Group Third Quarter 2025 Earnings Conference Call.

Although the revenue and EPS for Penske (PAG) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Penske Automotive (PAG) came out with quarterly earnings of $3.23 per share, missing the Zacks Consensus Estimate of $3.48 per share. This compares to earnings of $3.36 per share a year ago.